Benefits of Offering Multigenerational Advice Teaser Clip

Benefits of Offering Multigenerational Advice

Speaker: Doug Orton Senior Business Development Strategist

Transcript: When wealth transfers between generations, it causes problems both for the family and for the advisory relationship. Most successful advisors that I talk to, if they lose a high quality client relationship, it's usually when the client passes away and they don't have a relationship with the heirs. And I'm convinced that multigenerational advice not only solves that problem for you, the financial advisor, because if you're already the heirs financial advisor there's no reason for those assets and that relationship to leave.

But more importantly, I think multigenerational advice solves important problems for the family. Please join our Family Wealth Conversation presentation and we'll talk about a strategy that can help not only you preserve assets, but help the families you serve, preserve their wealth, and the relationship between their heirs.

 

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The views expressed are those of the speaker and is subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice from the Advisor.

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